Sr. Financial Analyst

Planar Systems • Hillsboro, OR

1d

About The Position

The Sr. Financial Analyst works directly with the Director of FP&A to support multiple strategic initiatives. The role oversees the integrity and maintenance of the company’s financial forecasting system and serves as a primary FP&A contact for departments with assigned projects. Success requires strong analytical and organizational skills, independent work, and effectiveness in a fast-paced international environment.

The analyst supports financial dashboards, annual budgeting, and monthly forecasts and reports; works with department heads to identify growth, cost-saving, and resource-optimization opportunities; and provides analysis for corporate initiatives and investment decisions. The role also develops financial models, contributes to cross-functional decision-making, works with IT on reporting tools and processes, maintains accounting controls, mines financial and operational data, and develops reporting tools and KPIs.

Requirements

• MBA or master’s degree in Finance required.
• At least 5 years of related work experience as a financial, strategic, or planning analyst required.
• Advanced Excel and SQL proficiency required.
• Advanced working knowledge of Planful, Prophix, Hyperion, or equivalent forecasting software required.
• Ability to analyze complex data, generate alternatives, and clearly communicate salient findings to drive positive change.
• Demonstrated understanding of key financial processes.
• Ability to succeed in a dynamic high-tech, light manufacturing business environment.
• Enjoys gathering and deeply analyzing data to identify issues, solve problems, and recommend solutions.
• Ability to prioritize assignments and work effectively under time constraints.

Nice To Haves

• Experience using Lean/Six-Sigma practices.

Responsibilities

• Oversee and maintain Planar’s FP&A forecasting system (Planful), supporting financial dashboards, the annual budgeting process, and monthly forecasts and reports.
• Work with the Director of FP&A and department heads to identify opportunities for growth, cost savings, and optimization of financial resources.
• Provide management with analysis for corporate initiatives and investment decisions.
• Develop advanced financial models to support business planning and strategic investment decisions.
• Participate in cross-functional teams and provide financial analysis to support decision-making.
• Work with IT to upgrade or refresh reporting tools and processes.
• Maintain accounting controls by preparing and recommending policies and procedures.
• Mine existing financial and operational data and related financial reporting applications, and enhance existing reporting tools.
• Stay current on industry trends and best practices in financial planning and analysis.
• Research, improve, and develop cross-functional reporting tools and KPIs.

Benefits

• 75% employer-paid medical coverage for the employee; family coverage is also included.
• 100% employer-paid dental and vision coverage for the employee and dependents.
• 100% employer-paid long-term disability, short-term disability, and life insurance.
• 401(k) match: when contributing 5%, the company matches 4%; immediately 100% vested.
• 10 paid holidays.
• Starting at 15 days of paid PTO annually, inclusive of sick and vacation time.
• Employee Assistance Program (EAP).
• Flexible Spending Account (FSA).

What This Job Offers

• Job Type: Full-time
• Career Level: Senior